Creative Planning - YORK WTR CO ownership

YORK WTR CO's ticker is YORW and the CUSIP is 987184108. A total of 129 filers reported holding YORK WTR CO in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of YORK WTR CO
ValueSharesWeighting
Q2 2023$211,798
-40.2%
5,132
-44.3%
0.00%
-100.0%
Q3 2022$354,000
-4.8%
9,2080.0%0.00%0.0%
Q2 2022$372,000
-10.1%
9,2080.0%0.00%0.0%
Q1 2022$414,000
-12.1%
9,208
-2.6%
0.00%0.0%
Q4 2021$471,000
+18.3%
9,457
+3.7%
0.00%0.0%
Q3 2021$398,000
-2.7%
9,123
+1.1%
0.00%0.0%
Q2 2021$409,000
-58.2%
9,021
-54.9%
0.00%
-50.0%
Q1 2021$979,000
+5.0%
19,990
-0.1%
0.00%0.0%
Q4 2020$932,000
+10.4%
20,004
+0.2%
0.00%0.0%
Q3 2020$844,000
-11.9%
19,9700.0%0.00%
-33.3%
Q2 2020$958,000
+10.4%
19,9700.0%0.00%0.0%
Q1 2020$868,000
-6.6%
19,970
-0.9%
0.00%0.0%
Q4 2019$929,000
-1.7%
20,150
-6.9%
0.00%0.0%
Q3 2019$945,000
+5.2%
21,650
-13.8%
0.00%0.0%
Q2 2019$898,000
+18.3%
25,126
+13.6%
0.00%0.0%
Q1 2019$759,000
+7.1%
22,1260.0%0.00%0.0%
Q4 2018$709,000
+160.7%
22,126
+147.2%
0.00%
+200.0%
Q3 2018$272,000
+1.1%
8,950
+5.9%
0.00%0.0%
Q2 2018$269,000
+1.5%
8,450
-1.2%
0.00%0.0%
Q1 2018$265,000
-7.3%
8,550
+1.2%
0.00%0.0%
Q4 2017$286,0000.0%8,4500.0%0.00%0.0%
Q3 2017$286,000
+2.5%
8,450
+5.6%
0.00%0.0%
Q2 2017$279,000
-0.4%
8,0000.0%0.00%
-50.0%
Q1 2017$280,000
-8.5%
8,0000.0%0.00%0.0%
Q4 2016$306,000
+29.1%
8,0000.0%0.00%0.0%
Q3 2016$237,000
-7.4%
8,0000.0%0.00%0.0%
Q2 2016$256,000
+39.9%
8,000
+33.3%
0.00%
+100.0%
Q1 2016$183,000
+22.0%
6,0000.0%0.00%0.0%
Q4 2015$150,000
+42.9%
6,000
+20.0%
0.00%0.0%
Q3 2015$105,000
-13.2%
5,0000.0%0.00%0.0%
Q1 2015$121,000
-0.8%
5,000
-4.9%
0.00%0.0%
Q4 2014$122,000
+22.0%
5,260
+5.2%
0.00%0.0%
Q3 2014$100,000
-3.8%
5,0000.0%0.00%0.0%
Q2 2014$104,000
+2.0%
5,0000.0%0.00%
-50.0%
Q1 2014$102,000
-2.9%
5,0000.0%0.00%0.0%
Q4 2013$105,000
+5.0%
5,0000.0%0.00%0.0%
Q3 2013$100,000
+5.3%
5,0000.0%0.00%0.0%
Q2 2013$95,0005,0000.00%
Other shareholders
YORK WTR CO shareholders Q4 2021
NameSharesValueWeighting ↓
ELCO Management Co., LLC 17,139$748,0000.58%
HARBOR INVESTMENT ADVISORY, LLC 56,249$2,457,0000.33%
Teton Advisors, Inc. 43,507$1,900,0000.28%
COLLECTIVE FAMILY OFFICE LLC 14,037$613,0000.26%
BOENNING & SCATTERGOOD, INC. 18,605$812,0000.14%
Addison Capital Co 4,976$217,0000.10%
Costello Asset Management, INC 3,527$154,0000.10%
Gratus Capital, LLC 18,618$813,0000.09%
FNY Investment Advisers, LLC 4,100$179,0000.08%
Manchester Capital Management LLC 13,168$575,0000.08%
View complete list of YORK WTR CO shareholders